How to change the colour and style of the bullet points in your Genovo reports
Kate Wells - 21st October 2020
Learn how to change the colour and style of the bullet points in your Genovo reports to make them even more visually engaging.
Read more >
How to set up your account so the advisers’ headshot and signature image is automatically inserted in their clients’ reports
Kate Wells - 20th March 2020
Learn how to upload a headshot and signature image to a user’s account
Read more >
How to add information about the FSCS into your Genovo reports
Kate Wells - 17th February 2020
A step by step guide on how to add information about the FSCS limits into your suitability reports should you wish to.
Read more >
A Genovo user’s guide to customisation
Kate Wells - 21st October 2019
A guide to the extensive customisation functionality that is available within Genovo.
Read more >
Quickly add images into the reports you create within Genovo
Kate Wells - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
Read more >
How to add a second image to your suitability report title page
Kate Wells - 15th August 2019
Step by step instructions that walk you through how to add a second image to your suitability report title page
Read more >
How to include / remove the Report Reference from the Report Title Page
Kate Wells - 17th June 2019
Learn how to include or remove a report reference from the title page of the reports you create in Genovo.
Read more >
Take a couple of minutes to read about Genovo’s updated table settings
Kate Wells - 28th January 2019
Learn about Genovo’s updated table settings
Read more >
Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
Read more >
How to make your reports stand out from the crowd by adding a favicon
Kate Wells - 22nd October 2018
Learn how to display your favicon in your reports.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips